Note: The job is a remote job and is open to candidates in USA. Wealthspire, a part of NFP, is a recognized leader in Business Insurance and is looking for an Account Manager to service client accounts. The role involves managing client relationships, handling renewals, and collaborating with team members to deliver effective services.

Responsibilities

• Works proactively to develop relationships with carrier and client contacts; takes an active role in meetings
• Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. Prepare the first draft of the renewal presentation
• Takes the lead on reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive. Begins to communicate directly with clients and carriers, with approval from the Account Executive or Advisor/Client Executive
• Creates and maintains client files in accordance with office procedures. Keep client policy records in the agency management system
• Utilize agency management system, rating system, and carrier websites
• The first line of answering billing questions from clients and insurance company personnel

Skills

• More than 3 years of Personal Lines client service experience. Must include experience with an insurance brokerage or independent insurance agency
• Demonstrated experience in relevant lines of coverage and managing a book of business
• P&C Insurance License is required upon hire
• Highly organized with excellent verbal and written communication skills
• Self-confident to make sound independent decisions
• Ability to successfully interact with a variety of people and function well both in a team environment and autonomously
• Ability to handle situations in a calm, courteous and professional manner
• Customer focused to establish and maintain effective relationships
• Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook
• Ability to prioritize multiple tasks to meet deadlines
• Must be able to read, analyze and reconcile financial reports
• Possess strong analytical and problem-solving skills
• Sharp attention to detail, decision-making skills, and problem resolution
• Flexibility and adaptability to changing priorities, deadlines and technology
• Associate's Degree (or equivalent) or BA/BS preferred
• Experience with related carriers such as Travelers, Safeco, Progressive, AutoOwners
• Fluency with EPIC or similar agency management system

Benefits

• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs

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